Essex Financial Services, Inc.
Position in BWFG — Bankwell Financial Group, Inc.
CIK 1315785
ESSEX, CT
Position in BWFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$330,997
+$58,752 QoQ
Shares Held
5,634
+0.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 126 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. BWFG ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
167,942 | $4,062,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,211 | $2,514,152 | |
| 3 | MTB |
M&T Bank Corp
|
6,263 | $1,490,656 | |
| 4 | WBS |
Webster Financial Corp
|
17,900 | $1,367,918 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
58,604 | $1,303,352 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
34,246 | $1,156,144 | |
| 7 | TFC |
Truist Financial Corp
|
17,395 | $866,618 | |
| 8 | KEY |
Keycorp /New/
|
32,664 | $752,905 |
All Filings in BWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,997 | 5,634 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $272,245 | 5,611 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $257,050 | 5,610 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $247,092 | 5,584 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $201,335 | 5,588 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||